Health & Wealth Blog

It Takes a Village?: A New Model of Caregiving

By: Lisa Weber-Raley

The unpaid family caregiver[i] is one of the most critical assets that our country has to combat the healthcare needs and costs of our aging population. However, it will soon become one of the most endangered, according to an article recently published in the New York Times, “Who Will Care for the Caregiver?” The article, Read more…

Client Experience Program

By: Jim DiCorpo

Each day, your most precious asset, your clients, have experiences with your products, services, relationship teams, and key personnel that can make or break critical business relationships.  Understanding the ongoing health of your client relationships is vital to the sustainability, growth, and profitability of your business.  As you design your “client experience” program, there are Read more…

Consumers Like the Idea of Guaranteed Lifetime Income, But Have Little Familiarity with Products Offering That Benefit

By: Doug Kincaid

3rd Annual Guaranteed Lifetime Income Study director Doug Kincaid, Greenwald & Associates The greatest financial challenge facing retirees is determining how to make sure their money lasts as long as they do. That challenge is exacerbated by the current low interest rate environment, which produces relatively little income from the safer types of investments that Read more…

Feeling Sure about Your Health Insurance?

By: Anne Elmlinger

The sure part of health insurance suggests that you should feel safe and confident because of your health plan coverage.  It should remove your fear that a serious illness would cause you major financial hardship or that you would not be able to get the best possible care.  Greenwald & Associates’ recent research provides some Read more…

Selecting the Best Research Firm

By: Jim DiCorpo

I am happy to announce that I have joined Greenwald & Associates working with financial services firms in developing and delivering research solutions that fuel tactical and strategic goals.  I have long-enjoyed balancing my financial services research career with experience on both the provider and buy-side of the financial research equation.  I am thrilled and Read more…

Do We Explain Risk Correctly in Investment Planning?

By: Brian Perlman

  We believe that the current paradigm for measuring risk does not serve the investor as well as it should.  To make this point, we will first summarize the current paradigm and then suggest an alternative that we feel is better. Current Paradigm Risk is a common measure to determine what kind of portfolio allocation Read more…

New Study: Instead of Spending Down Assets, Eight in Ten Retirees Expect to Maintain or Grow their Investments

By: Matt Greenwald

Women Have Greater Interest in Purchasing Annuities to Guarantee Predictable Income for Life Washington, DC, April 12, 2016 – A new survey finds that retirees continue to rely extensively on sources of income that are guaranteed for life instead of spending down non-guaranteed assets. In fact, half of retirees expect to grow their assets over Read more…

Alternative Investments – Testing the Waters

By: Brian Perlman

Our research with financial advisors suggests that the current paradigm for mutual fund investing, one that involves a portfolio mixture of equities and fixed investments has been challenged in the current economic climate: With yields as low as they are, the fixed portion of the portfolio has virtually become a substitute for cash and advisors Read more…

When Bacon Turns Into Cigarettes: How Health Plans Can Build On Health Science

By: Anne Elmlinger

Background Last year’s World Health Organization report on the health dangers of eating processed meats raised a critically important issue for consumers. Specifically, the WHO officially classified processed meat as a Group 1 carcinogen. This means there is strong scientific evidence linking these foods to cancer.  However, there is no definitive explanation yet for why Read more…

Stress and Money – A Strong Connection

By: Brian Perlman

In recent years, Greenwald & Associates has done a great deal of work on the connection between psychology and finances. We have explored the impact that emotions, personality, and behavioral tendencies have on the decisions that consumers make regarding their finances. These issues are important because psychological factors can have a big impact on financial Read more…



Careers Greenwald & Associates